We are live on ! Find out more
GAL icon

State Street Global Allocation ETF

42 hedge funds and large institutions have $97.6M invested in State Street Global Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $96.8M → $97.6M (+$811K)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

1.38% less ownership

Funds ownership: 37.25%35.88% (-1.4%)

7% less funds holding

Funds holding: 4542 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$234K -$3.63K -83 -2%
GPWA
27
Great Point Wealth Advisors
Massachusetts
$220K +$219K +5,008 New
Osaic Holdings
28
Osaic Holdings
Arizona
$184K +$131K +3,001 +251%
AP
29
Advisors Preferred
Maryland
$173K -$254K -5,805 -60%
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$154K +$568 +13 +0.4%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$119K +$118K +2,709 New
HNB
32
Huntington National Bank
Ohio
$112K
GWM
33
Geneos Wealth Management
Colorado
$109K +$106K +2,419 New
GRP
34
Global Retirement Partners
California
$57K
PFA
35
Professional Financial Advisors
Nebraska
$55K +$87 +2 +0.2%
Citigroup
36
Citigroup
New York
$44K
HI
37
Hudock Inc
Pennsylvania
$28K
SPIA
38
Steward Partners Investment Advisory
New York
$25.2K
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$21K
WAS
40
Winch Advisory Services
Wisconsin
$21K +$44 +1 +0.2%
CWC
41
Carolinas Wealth Consulting
North Carolina
$13K -$14.9K -341 -54%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$7K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$2K
GSWM
44
Golden State Wealth Management
California
-$642K -15,028 Closed
AIC
45
Ameritas Investment Company
Nebraska
-$507K -11,859 Closed
CAN
46
Claraphi Advisory Network
United States
-$265K -6,190 Closed
BWA
47
Burt Wealth Advisors
Maryland
-$143K -3,354 Closed
RG
48
Retirement Group
California
-$21K -513 Closed
AssetMark Inc
49
AssetMark Inc
California
-$12K -278 Closed

GAL Hedge Fund Activity: Q1 2021 in Review

42 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street Global Allocation ETF (GAL) for Q1 2021, worth a combined $97.6M — up 0.84% from $96.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of GAL and 4 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 14 added.

The largest buyer was First Foundation Advisors, adding an estimated $4.42M. The largest seller was Bank of America, cutting an estimated $6.86M.

  • 42 institutional investors held State Street Global Allocation ETF (GAL) as of Q1 2021, down from 45 in Q4 2020.
  • Funds reported $97.6M of State Street Global Allocation ETF stock for Q1 2021, up 0.84% quarter-over-quarter.
  • 4 funds opened new State Street Global Allocation ETF positions in Q1 2021 and 6 closed out, a net change of -2 holders.
  • The largest State Street Global Allocation ETF buyer in Q1 2021 was First Foundation Advisors, an estimated $4.42M added.
  • The largest State Street Global Allocation ETF seller in Q1 2021 was Bank of America, an estimated $6.86M sold.

Based on aggregated 13F filings for Q1 2021.